Q2 2026 13F · SEC CIK 1845867

BCK Partners, Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $207.4M
Reported positions: 28
Top holdings a year, 3 yrs: +12.4%
Assets under management: $212.7M

BCK Partners, Inc. is a wealth manager that reported 28 positions worth $207.4M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Vanguard S&p 500 ETF (VOO, 25.4%), Vanguard Scottsdale Fds (VCSH, 23.1%), Vanguard Index Fds (VO, 15.1%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

BCK Partners, Inc. holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BCK Partners, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	25.4%	24.9%	76,841	-0.4%	$52.8M
VCSHVanguard Scottsdale Fds	23.1%	24.4%	605,856	+6.2%	$47.9M
VOVanguard Index Fds	15.1%	14.9%	388,334	+303.7%	$31.3M
VBVanguard Indx Fd	11.8%	11.6%	80,458	-1.8%	$24.4M
IGIBIshares Tr	10.8%	11.4%	423,132	+6.9%	$22.5M
SCHFSchwab Intl Equity	4.0%	4.1%	297,134	-2.8%	$8.2M
GLWCorning Inc.	2.3%	1.4%	18,713	-4.7%	$4.8M
SCHESchwab Strategic Tr	1.7%	1.7%	96,763	+0.2%	$3.5M
VTIVanguard Index Fds	0.9%	0.9%	4,778	-5.4%	$1.8M
SCHASchwab U.s. Small-Cap ETF	0.8%	0.7%	45,638	-3.8%	$1.6M
AAPLApple Inc	0.5%	0.5%	3,924	+0.0%	$1.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,974	+0.0%	$988K
JNJJohnson & Johnson	0.3%	0.4%	2,737	-2.5%	$695K
SPDWSPDR Portfolio Developed World	0.3%	0.3%	13,794	-2.7%	$695K
AMZNAmazon Com Inc Com	0.3%	0.3%	2,685	+0.0%	$640K
AMATApplied Matls Inc	0.2%	0.1%	700	-12.7%	$506K
NSCNorfolk Southn Corp	0.2%	0.2%	1,525	+0.0%	$480K
UNHUnitedhealth Group Inc Com	0.2%	0.2%	1,142	+0.0%	$475K
SPTMSpdr Series Trust	0.2%	0.2%	4,790	+7.3%	$435K
SPSBSpdr Series Trust	0.2%	0.2%	14,220	+0.0%	$427K
XOMExxon Mobil Corp	0.2%	0.2%	2,695	+2.1%	$369K
NVDANvidia Corporation Com	0.2%	0.2%	1,679	+3.9%	$336K
GOOGLAlphabet Inc	0.2%	0.1%	903	-4.2%	$323K
MSFTMicrosoft Corp	0.1%	0.2%	825	+0.0%	$308K
LLYLilly Eli & Co	0.1%	New	200	—	$240K
AMGNAmgen Inc Com	0.1%	0.1%	610	+0.0%	$221K
SPEMState Street Spdr Portfolio Emerging Mar	0.1%	New	3,940	—	$204K
SPIBSpdr Series Trust	0.1%	0.1%	6,005	+0.0%	$201K

What BCK Partners, Inc. bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +13.9% /yr; S&P 500 +20.1%
3 years: +12.4% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$207.4M	28
Q1 2026	$185.2M	26
Q4 2025	$185.0M	27
Q3 2025	$185.7M	26
Q2 2025	$170.4M	26
Q1 2025	$160.3M	25
Q4 2024	$163.1M	26
Q3 2024	$209.6M	29
Q2 2024	$193.4M	30
Q1 2024	$186.9M	29
Q4 2023	$176.1M	28
Q3 2023	$160.4M	28

Questions about BCK Partners, Inc.'s portfolio

What stocks does BCK Partners, Inc. own?

BCK Partners, Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 28 positions worth $207.4M. The largest are Vanguard S&p 500 ETF (VOO) at 25.4%, Vanguard Scottsdale Fds (VCSH) at 23.1%, Vanguard Index Fds (VO) at 15.1%, Vanguard Indx Fd (VB) at 11.8% and Ishares Tr (IGIB) at 10.8%.

What did BCK Partners, Inc. buy last quarter?

In Q2 2026, BCK Partners, Inc. added a new position in Lilly Eli & Co (LLY), a new position in State Street Spdr Portfolio Emerging Mar (SPEM), Vanguard Index Fds (VO) (+303.7% shares), Spdr Series Trust (SPTM) (+7.3% shares) and Ishares Tr (IGIB) (+6.9% shares), compared with its Q1 2026 filing.

What did BCK Partners, Inc. sell last quarter?

In Q2 2026, BCK Partners, Inc. Applied Matls Inc (AMAT) (-12.7% shares) and Vanguard Index Fds (VTI) (-5.4% shares), compared with its Q1 2026 filing.

How has BCK Partners, Inc.'s portfolio performed?

A portfolio copying BCK Partners, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.9% against +20.1%. Over 5 years: +5.5% a year against +11.6%.

When is BCK Partners, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. BCK Partners, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does BCK Partners, Inc. manage?

BCK Partners, Inc. reported $212.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $207.4M.